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H&R Block
HRB

Overview Fund Activity

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
$38M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$31.6M
3
Morgan Stanley
Morgan Stanley
New York
$25.4M
4
JAM
Jupiter Asset Management
United Kingdom
$181M
5
PP
Prudential plc
United Kingdom
$70.2M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.1M
3
MAM
Martingale Asset Management
Massachusetts
$1.74M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.8M
5
SOMRS
State of Michigan Retirement System
Michigan
$702K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
SRB Corp
Massachusetts
– -$330K -23,418 Closed
CS
402
Candriam SCA
Luxembourg
– -$527K -22,949 Closed
SC
403
Scotia Capital
Ontario, Canada
– -$298K -21,158 Closed
Royal London Asset Management
404
Royal London Asset Management
United Kingdom
– -$245K -17,499 Closed
Mariner
405
Mariner
Kansas
– -$201K -14,185 Closed
ECM
406
ExodusPoint Capital Management
New York
– -$194K -13,762 Closed
Neuberger Berman Group
407
Neuberger Berman Group
New York
– -$182K -12,914 Closed
SW
408
SteelPeak Wealth
California
– -$162K -11,524 Closed
PTC
409
Petrus Trust Company
Texas
– -$160K -11,355 Closed
WAM
410
World Asset Management
Michigan
– -$150K -10,659 Closed
V
411
Veritable
Delaware
– -$144K -10,206 Closed
CL
412
Choreo LLC
Illinois
– -$144K -10,028 Closed
FA
413
Fortis Advisors
Pennsylvania
– -$131K -9,307 Closed
Walleye Trading
414
Walleye Trading
New York
– -$127K -9,010 Closed
BFEC
415
Benjamin F. Edwards & Company
Missouri
– -$108K -7,680 Closed
NIT
416
NumerixS Investment Technologies
British Columbia, Canada
– -$92K -6,500 Closed
CFG
417
Citizens Financial Group
Rhode Island
– -$17K -1,151 Closed
RFM
418
Royal Fund Management
Florida
– -$14K -1,000 Closed
CG
419
Cutler Group
California
– -$11K -800 Closed
JFA
420
JNBA Financial Advisors
Minnesota
– -$8K -600 Closed
DWM
421
Darwin Wealth Management
Florida
– -$7K -538 Closed
TAIM
422
TD Ameritrade Investment Management
Nebraska
– -$5K -362 Closed
CFB
423
Cullen/Frost Bankers
Texas
– -$5K -355 Closed
ASN
424
Advisory Services Network
Georgia
– -$5K -333 Closed
WQ
425
Wealth Quarterback
New Jersey
– -$2.9K -206 Closed
14 15 16
17
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